Privacy Policy

Introduction

At IFA Connect, we are committed to protecting your privacy and ensuring your personal data is handled securely and responsibly. This Privacy Policy outlines the types of data we collect, how we use and share it, and your rights under applicable data protection laws, including the UK General Data Protection Regulation (UK GDPR).

What Data We Collect

We collect the following types of data:

Personal Data:

  • Name

  • Email address

  • Phone number

Additional Data (collected during the matching process):

  • Pension pot sizes and providers

  • Income goals for retirement

  • Job titles and employment details

  • Family situations and financial goals

Technical Data:

  • IP address

  • Cookies and other analytical data

How We Use Your Data

We use the data collected for the following purposes:

Matching Investors with Advisers:

  • To connect you with FCA-regulated financial advisers who can assist you.

Communication:

  • To contact you via email or phone regarding your enquiry or scheduled appointments.

  • To provide updates about your adviser introduction.

Marketing:

  • With your consent, we may send newsletters, promotional content, or information about relevant services.

How We Share Your Data

Sharing with Advisers:

  • We may share your personal and additional data with FCA-regulated financial advisers to provide them with an overview of your financial goals. This data is shared only after obtaining your verbal consent.

Safeguards for Data Sharing:

  • Shared documents are password-protected to ensure data security.

  • Data is stored and managed using a secure CRM system, Monday CRM, which implements multi-factor authentication.

Data Retention

We retain your data only for as long as necessary to fulfil the purposes outlined in this Privacy Policy. Data is handled in accordance with UK GDPR requirements.

Your Rights

Under the UK GDPR, you have the following rights:

  • Right to Access: You can request access to the personal data we hold about you.

  • Right to Correction: You may request corrections to incomplete or inaccurate data.

  • Right to Deletion: You have the right to request the deletion of your personal data.

  • Right to Object: You can object to the processing of your data or withdraw consent where applicable.

To exercise these rights, please contact us at: hello@ifaconnect.co.uk

Cookies

We use cookies for marketing and analytical purposes to enhance your user experience. Cookies may collect technical data such as IP addresses and browsing behaviour. By using our website, you agree to the use of cookies for these purposes.

Security Measures

We take the protection of your personal data seriously and implement robust security measures, including:

  • Data storage within a secure CRM system (Monday CRM), protected with multi-factor authentication.

  • Use of Go High Level (a CRM system), which also employs multi-factor authentication.

  • Password-protected documents when sharing data with financial advisers.

These measures help ensure that your data remains safe from unauthorised access, loss, or misuse.

Third-Party Links

Our website does not link to external sites. We do not distribute your data to unauthorised third-party providers or companies.

Contact Information

If you have any privacy-related questions, concerns, or requests, please contact us at:

Email: hello@ifaconnect.co.uk

We are committed to addressing any concerns promptly and ensuring your data is handled in line with this Privacy Policy.

Governing Law

This Privacy Policy is governed by and interpreted in accordance with the laws of the United Kingdom.